CIK: 0000853758
申报总市值
US$675.8亿
仅显示前 200 大持股（共 1952 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.37% | +0.29% | +13.06% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.79% | +0.26% | +26.08% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.26% | — | +30.18% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.47% | -0.01% | +5.10% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 3.43% | +0.16% | +20.24% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.58% | -0.25% | +0.21% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.30% | +0.02% | +21.63% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 2.29% | +0.21% | +15.93% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.09% | +0.07% | +25.72% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.97% | — | +16.22% | |
| 11 | SUB | Ishares Short-term National | ETF-其他 | 1.91% | +0.07% | +6.39% | |
| 12 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.71% | +0.04% | +7.29% | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.63% | +0.05% | +18.12% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.59% | +0.07% | +22.36% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.44% | -0.35% | +20.05% | |
| 16 | DFIC | Dimensional International Co | ETF-其他 | 1.42% | +0.08% | +23.48% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.33% | — | -7.42% | |
| 18 | DFIV | Dimensional International Va | ETF-其他 | 1.15% | +0.10% | +20.86% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.11% | +0.03% | +24.01% | |
| 20 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.11% | — | -6.79% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.11% | +0.05% | +56.48% | |
| 22 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 1.05% | +0.08% | +69.23% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.05% | — | -5.42% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.96% | — | -6.93% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.87% | — | +16.91% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.86% | +0.03% | +23.41% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.83% | — | -10.24% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.82% | — | -3.78% | |
| 29 | DIHP | Dimensional International Hi | ETF-其他 | 0.78% | +0.08% | +23.88% | |
| 30 | IVLU | Ishares Msci International V | ETF-其他 | 0.78% | — | -4.47% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.78% | — | +12.21% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.74% | — | -4.96% | |
| 33 | IQLT | Ishares Msci International Q | ETF-其他 | 0.71% | — | -4.51% | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.66% | — | +6.07% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.66% | — | +9.23% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.64% | -0.08% | -3.08% | |
| 37 | RJF | Raymond James Financial INC | 股票-金融 | 0.60% | — | -4.95% | |
| 38 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.58% | — | -4.66% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.58% | — | +44.82% | |
| 40 | DFCA | Dimensional Calfornia Mb ETF | ETF-其他 | 0.54% | +0.05% | — | |
| 41 | EOG | Eog Resources INC | 股票-能源 | 0.54% | -0.07% | +1.71% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.52% | +0.16% | +24.34% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | +0.12% | +2.57% | |
| 44 | SMMV | Ishares Msci USA Small-cap M | ETF-其他 | 0.48% | — | +17.65% | |
| 45 | DFAT | Dimensional US Target Value | ETF-其他 | 0.47% | — | +9.37% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.46% | — | -3.13% | |
| 47 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.41% | — | -4.03% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.39% | — | +63.87% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | — | +8.42% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.37% | — | +3.83% |